Other · DOL Form 5500 · 2023
Caldwell Hospice and Palliative Care, Inc. Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $34,581
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Hospice and Palliative Care, Inc. Retirement Plan · Sponsored by Caldwell Hospice and Palliative Care, Inc. · North Carolina · Healthcare & Social Assistance
$9M in assets, 263 participants
Caldwell Hospice and Palliative Care, Inc.'s Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported $9M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #11,004 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Caldwell Hospice and Palliative Care, Inc. Retirement Plan covers 263 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.
- #11,004
- in Healthcare & Social Assistance (17,684 peers)
- +14.1%
- assets growth YoY
Caldwell Hospice and Palliative Care, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,094,737 Top 43% higher than 57% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Caldwell Hospice and Palliative Care, Inc. Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Hospice and Palliative Care, Inc. Retirement Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported net income rose from -$946K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Caldwell Hospice and Palliative Care, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported participants rose from 235 in the plan year 2022 filing to 263 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 561338470 · Caldwell Hospice and Palliative Care, Inc. PY 2023 · Other
Caldwell Hospice and Palliative Care, Inc. Retirement Plan · $9M · 263 · 57th
- TYPE $9M
- TYPE 263
- TYPE 57th
- TYPE Other
- TYPE near Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan
- TYPE ind #11004
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in North Carolina →
Caldwell Hospice and Palliative Care, Inc. Retirement Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 561338470 |
| Plan Effective Date | 1993-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell Hospice and Palliative Care, Inc.)
Sponsor-wide plan assets over time
All Caldwell Hospice and Palliative Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 33.200424852037145% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 235 | $8M |
| 2023 | 1 | 263 | $9M |
| 2024 | 1 | 260 | $11M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Caldwell Hospice and Palliative Care, Inc. Retirement Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan in PA ($9M); by covered participants it is Albany College of Pharmacy and Health Sciences 403(b) Plan in NY (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Albany College of Pharmacy and Health Sciences 403(b) Plan (NY) 263 · 0 off
- University of Health Sciences and Pharmacy in St. Louis Defined Contribution Plan (MO) 263 · 0 off
- Sierra Vista Employee Retirement Plan (CA) 263 · 0 off
- Gilbert Christian Schools Inc. Defined Contribution Plan (AZ) 263 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.